Configure the Onboarding Manager

The Onboarding Manager allows you to personalize and specify the information and tasks that are presented to your new hires during the Onboarding process in Powerpay Self Service.

The following tasks are managed through the Onboarding Manager:

  • Company Name
  • New Hire Welcome Email
  • Powerpay Self Service Welcome page
  • Information the new hire must complete during Onboarding

Tip: Click Save as Draft anytime during the setup process to save your progress and complete the process later.

  1. Navigate to the

  2. Confirm the Company Name. The name displays as it is currently registered in Powerpay and is used on all employee onboarding communications. You can customize the name for employee communications.

  3. Click Next.

  4. Configure the new hire welcome email. Welcome emails are sent to all new hires with Self Service access and includes their username, a temporary password, a link to the Powerpay Self Service application and initial login instructions. You can add your own content and specify any additional information you want to include.

  5. (optional) Click Preview Welcome Email to view what the message sent to new hires will look like. When you are finished, click Close to close the preview dialog box.

  6. Click Next.

  7. Customize the Powerpay Self Service welcome message. This is the message new hires see when they log into Powerpay Self Service for the first time to complete their Onboarding.

    You can personalize the message for your company. Customizing the welcome message provides an opportunity to:

    • Reinforce your company brand or message
    • Introduce the company
    • Describe what the new hire can expect on their first day
    • Enhance the new hires initial experience.
  8. Click Next.

  9. Specify the information new hires must complete in Powerpay Self Service during the Onboarding process.

    Use the Set all to option to set all options to the same value or select individual values for each page as appropriate for your company.

    Three options are available:

    • Mandatory – the new hire must complete ALL the information on the page to continue the Onboarding process.
    • Optional - the new hire can view and edit the fields on the page but is not required to complete all fields to continue the Onboarding process.
    • Skip – the page does not display for the new hire.

    When Mandatory or Optional is selected for a page, a notification is sent when the new hire makes changes during Onboarding. Select the Powerpay user to receive the notifications on the User & Contact Mgmt page.Closed From the Company menu, select User & Contact Mgmt. after completing the Onboarding Manager.

    Note: By default, all options are set to mandatory except Upload Photo which is set to optional.

  10. (optional) Click Preview Onboarding Pages to view what the Onboarding process will look like for new hires. When you are finished, click Close to close the preview dialog box.

  11. Click Save.

  12. Click Go Back to People List to continue working in Powerpay.

You can update the Onboarding Manager settings at any time by returning to the